This document describes challenges with the existing R8 and R9.1 setup participants applets and UI for assigning team members to roles. It then summarizes an alternative R8 nested tabs client that allows selecting participants from predefined sets for each role, with built-in validation of assignments. This portable solution enforces maximum participant counts per role and is inline with the R9.1 out-of-the-box UI.

1. PTC WINDCHILL NESTED TABS CLIENT FOR TEAM ASSIGNMENT An Alternative to R8 Setup Participants Applet R9 Setup Participants JSP UI Swasen Inc

2. R8 SET UP PARTICIPANTS Common Reported Observations: Participants can not be selected based on a specific set of Users Users are searched against all Windchill users Cumbersome Options for selecting Participants Users based on Service, Full and User Names Complicated training and steep learning curve Increased Resistance for Adopting the Process Poor search performance if corporate LDAP is used for authentication No built in validation for participants assignment No restrictions for how many participants should be assigned Leads to expensive rework activities Java Applet Substantial Initial download time Applet is underneath the Task Complete Many times users fail to remember for assigning the participants 2

4. Number of team members in the list depends on the combination for all possible team members for different roles

5. No built in validations for Participants Assignment3

6. R8 NESTED TABS CLIENT R8 HTML Client for Team Assignment Nested Tabs for different Team Roles No need to search for Users Selectable participants resolved from Container Team Roles/Groups Users need to select the participants from a specific set which can be unique for different containers Product Manager decides the allowable list of participants for each ROLE 4

7. BUILT IN VALIDATION R8 Built in validation Business logic is client side validated Alerts the user if the user deviates from the business requirements Users can not skip the role assignment as the business rules are validated before completing the task. Max number of allowable participants can also be specified for each role assignment 5

8. R9.1 PORTABLE Portable to R9.1 Framework Team Members can be resolved from the Container Team or Groups Number of Participants selected for each role can be enforced Inline with OOTB UI. No additional “Assign” as in R8 custom UI 6 R9

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